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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-07-13 |
| TX | RA | APPROVED | 2025-07-13 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven L. Wilson & Associates | Tulsa | OK | 12/2019 | 07/2020 |
| Morgan Stanley | New York | NY | 05/2020 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2020 | 09/2023 |
| J.P. Morgan Securities Llc | Riverview | FL | 10/2023 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Riverview | FL | 10/2023 | 03/2024 |
| Pittsburg State University | Pittsburg | KS | 08/2016 | 07/2021 |
| Franklin Distributors, Llc | St. Petersburg | FL | 03/2024 | 04/2025 |
| Morgan Stanley | Tulsa | OK | 06/2025 | Present |
*665487- Cascia Hall; Investment related-No; Tulsa, Oklahoma; Recreation; :Assistant 6th grade football coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 40; Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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